Charlotte joined JM Finn in 2013 from an IFA in Surrey and has worked alongside Paul Dyas since 2017, assisting with investment and client relations. She is a member of the Chartered Institute for Securities & Investment, holding the Investment Advice Diploma (Level 4). Charlotte lives in London and is a keen runner, having recently completed her first marathon, she enjoys concerts and the theatre and is heavily involved with a number of charities.
What can investors expect over the coming months with a new Prime Minister and continued geo-political tensions?
Investment director Paul Tyndall reviews one of the most challenging years of his career to date.